Capital Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Capital Wealth Management’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.25M	Buy	68,779 +10,961	+19%	+$204K	0.29%	26
2026 Q2	$1.09M	Sell	57,818 -2,906	-5%	-$55.6K	0.26%	26
2026 Q1	$1.17M	Buy	60,724 +3,492	+6%	+$67K	0.32%	24
2025 Q4	$1.09M	Buy	57,232 +12,035	+27%	+$231K	0.35%	24
2025 Q3	$872K	Buy	45,197 +1,837	+4%	+$35.3K	0.3%	27
2025 Q2	$830K	Sell	43,360 -4,052	-9%	-$77K	0.31%	28
2025 Q1	$910K	Sell	47,412 -163	-0.3%	-$3.06K	0.38%	25
2024 Q4	$880K	Sell	47,575 -404	-0.8%	-$7.55K	0.38%	26
2024 Q3	$909K	Buy	47,979 +1,343	+3%	+$25.1K	0.39%	26
2024 Q2	$862K	Buy	46,636 +471	+1%	+$8.67K	0.39%	27
2024 Q1	$861K	Sell	46,165 -5,022	-10%	-$93.1K	0.41%	26
2023 Q4	$952K	Sell	51,187 -14,738	-22%	-$268K	0.48%	26
2023 Q3	$1.19M	Buy	65,925 +24	+0%	+$439	0.65%	24
2023 Q2	$1.22M	Sell	65,901 -672	-1%	-$12.6K	0.66%	24
2023 Q1	$1.27M	Buy	66,573 +42,341	+175%	+$791K	0.73%	22
2022 Q4	$447K	Buy	+24,232	New	+$448K	0.3%	42

Other funds holding TIPX

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CFG

Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Capital Wealth Management's TIPX Position: Q3 2026 in Review

Capital Wealth Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 19% in Q3 2026, buying an estimated $204K and bringing the position to 68,779 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #26.

Capital Wealth Management first reported a position in TIPX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2023. 58 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

Capital Wealth Management held 68,779 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.25M as of Q3 2026.
Capital Wealth Management bought 10,961 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $204K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.29% of Capital Wealth Management's portfolio in Q3 2026, its #26 holding.
Capital Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 16 quarters since.
Capital Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.27M in Q1 2023.
58 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Capital Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.